①多只美股相关ETF成交额大增,其中标普消费ETF(159529)成交额环比昨日增长1163%。②盘中上演“天地板”的三维通信获三家一线游资席位合计买入近3亿,同时遭两家一线游资席位合计卖出1.74亿。
沪深股通今日合计成交1895.76亿,其中贵州茅台和宁德时代分居沪股通和深股通成交额个股首位。板块主力资金方面,通信板块主力资金净流入居首。ETF成交方面,香港证券ETF(513090)成交额位居首位。期指持仓方面,IM期指主力合约多头加仓数量明显大于空头。龙虎榜方面,天玑科技获机构买入超5000万;供销大集获机构买入超7000万;兆日科技遭机构卖出超6000万;四川九洲遭机构卖出超5000万;引力传媒遭方正证券重庆金开大道营业部卖出1.88亿;遥望科技获国泰君安三亚迎宾路营业部买入1.01亿;巨轮智能获一家量化席位买入超6000万。
一、沪深股通前十大成交
今日沪股通总成交金额为895.16亿,深股通总成交金额为1000.6亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;工业富联和中远海控分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和比亚迪分居二、三位。
二、板块个股主力大单资金
从板块表现来看,足球概念、元件、白酒等少数板块上涨,影视、IP经济、冰雪产业、零售等板块跌幅居前。
从主力板块资金监控数据来看,通信板块主力资金净流入居首。
板块资金流出方面,计算机板块主力资金净流出居首。
从个股主力资金监控数据来看,主力资金净流入前十的个股所属板块较为杂乱,中兴通讯流入居首。
主力资金流出前十的个股所属板块较为杂乱,海能达净流出居首。
三、ETF成交
从成交额前十的ETF来看,香港证券ETF(513090)成交额位居首位;沪深300ETF(510300)成交额位居第二位。
从成交额环比增长前十的ETF来看,多只美股股指ETF位居前十行列,其中部分ETF成交额连续两个交易日放大,其中标普消费ETF(159529)成交额环比增长1163%位居首位。
四、期指持仓
四大期指主力合约中,IH、IF、IC合约多空双方均大幅减仓,其中IH、IF合约空头减仓数量较多,IC合约多头减仓数量较多;IM合约多空双方均大幅加仓,多头加仓数量明显大于空头。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,天玑科技获机构买入超5000万;跌停的供销大集获机构买入超7000万;首发经济概念股开开实业获机构买入超5000万。
卖出方面,互联网金融概念股兆日科技遭机构卖出超6000万;四川九洲遭机构卖出超5000万。
2、游资
一线游资活跃度有所下降,盘中上演“天地板”的抖音加机器人概念股三维通信获三家一线游资席位合计买入近3亿,同时遭两家一线游资席位合计卖出1.74亿;抖音概念股引力传媒遭方正证券重庆金开大道营业部卖出1.88亿;首发经济概念股遥望科技获国泰君安三亚迎宾路营业部买入1.01亿。
量化资金活跃度一般,机器人概念股巨轮智能获一家量化席位买入超6000万。
① The trading volume of multiple U.S. stock related ETFs has surged, with the S&P Consumer ETF (159529) experiencing a 1163% increase compared to yesterday. ② During the session, Sunwave Communications saw a "limit up and limit down" trading pattern, with three leading speculative funds cumulatively buying nearly 0.3 billion, while two leading speculative funds cumulatively sold 0.174 billion.
Today, the total trading volume of HK -> SH amounted to 189.576 billion, with Kweichow Moutai and Contemporary Amperex Technology taking the top spots in their respective trading volumes. In terms of Sector main funds, the telecom Sector saw the highest net inflow. In terms of ETF trading, the E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranked first. Regarding futures hold positions, the main IM futures contract saw a significant increase in long positions compared to short positions. On the dragon and tiger list, Shanghai DragonNet Technology received over 50 million in purchases from Institutions; Gongxiao Daji received over 70 million from Institutions; Sinosun Technology was sold off by Institutions for over 60 million; Sichuan Jiuzhou Electric was sold off by Institutions for over 50 million; Inly Media Co., Ltd was sold 0.188 billion by the Chongqing Jin Kai Avenue branch of Founder Securities; Foshan Yowant Technology was bought for 0.101 billion by GTJA Sanya Yingbin Road branch; Greatoo Intelligent Equipment Inc. was bought for over 60 million by a Algo seat.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total trading amount of HK -> SH was 89.516 billion, and the total trading amount of HK -> SZ was 100.06 billion.
From the top ten traded stocks in HK -> SH, Kweichow Moutai ranks first; Foxconn Industrial Internet and COSCO Shipping Holdings rank second and third.
Looking at the top ten traded stocks in the Shenzhen Stock Connect, Contemporary Amperex Technology ranked first; East Money Information and BYD ranked second and third respectively.
2. Sector individual stock block orders funding.
In terms of Sector performance, only a few sectors such as Soccer Concept, Components, and Baijiu(Chinese Liquor) experienced gains, while sectors such as film and television, IP economy, ice and snow industry, and retail experienced significant declines.
From the main sector fund monitoring data, the main funds had the highest net inflow in the communication sector.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From the monitoring data of the main funds of individual stocks, the sectors of the top ten stocks with net inflow of main funds are quite mixed, with ZTE leading the inflow.
The sectors of the top ten individual stocks with outflows of block orders are quite mixed, with hytera communications corporation having the highest net outflow.
III. ETF trading
From the top ten ETFs by trading volume, the E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranks first in trading volume; the 300ETF (510300) ranks second.
Among the top ten ETFs with a month-on-month increase in trading volume, several U.S. stock index ETFs are in the top ten, with some ETFs experiencing two consecutive trading days of increased trading volume, among which the CSI Cons Stap ETF (159529) had a month-on-month increase of 1163%, ranking first.
IV. Futures contract positions
Among the four major futures contracts, both long and short positions in the IH, IF, and IC contracts have significantly reduced, with a larger reduction in short positions for the IH and IF contracts, and a larger reduction in long positions for the IC contract; both sides of the IM contract have increased positions significantly, with long positions increasing much more than short positions.
Five, Long-Short Ranking
1. Institutions
Today's active entities on the龙虎榜 are generally moderate. On the buying side, Shanghai DragonNet Technology received over 50 million from institutions; the drop-limited Gongxiao Daji received over 70 million from institutions; and the newly listed economic concept stock Shanghai Kai Kai Industrial received over 50 million from institutions.
On the selling side, Internet Finance concept stock Sinosun Technology was sold by institutions for over 60 million; Sichuan Jiuzhou was sold by institutions for over 50 million.
2. Retail Investors
The activity of first-tier speculative funds has decreased somewhat, with the "ground and sky board" appearing in the market. Sunwave Communications, a Douyin and Robot Concept stock, received nearly 0.3 billion from three first-tier speculative fund positions, while being sold by two first-tier speculative fund positions totaling 0.174 billion; the Douyin concept stock Inly Media Co., Ltd. was sold by the Chongqing Jin Kai Da Dao branch of Founder Securities for 0.188 billion; and the newly listed economic concept stock Foshan Yowant Technology received 0.101 billion from the Sanya Yingbin Road branch of GTJA.
The activity of quantitative funds is moderate, and Greatoo Intelligent Equipment Inc. received over 60 million from a quantitative position.